paytek_haley

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Haley Kenna

As Canada's 22 ranked startup on the McClean's Growth List, we're looking to help other businesses grow through innovation and flexibility. www.paytek.ca

Activity

slvale2 on May 21, 2021

Google sheets integration

Currently, the integration only pulls in data from internal values not labels. For HubSpot default properties, like Deal Stage, internal names cannot be changes. This causes a string of numbers to show in the sheet instead of the property label name read more

Reply Idea Integrations

44 upvotes

9 Replies

paytek_haley

Participant

July 22, 2022

+1! This would be less of a problem if there was an easy way to export the internal values for our account - we could do a simple vlookup or index(m...read more

charingkam on November 08, 2018

Dashboard cannot use date filter when using cross-reporting across contacts and companies

Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more

Reply Idea Dashboards & Reports

351 upvotes

111 Replies

paytek_haley

Participant

April 28, 2022

Essential change. People have been asking for this (pretty basic, at least from a face value level) feature of applying dashboard filters to cu...read more

GoForJonny on July 20, 2021

Editing notes on the mobile app

I'm confident the community would appreciate the ability to edit notes while using the mobile app. Currently I can only create a new note which creates additional entries not needed.

Reply Idea Mobile Applications

17 upvotes

9 Replies

paytek_haley

Participant

February 25, 2022

When our reps visit the "field" to meet with a client or prospect, they use the app on their company issued iPads. Because they can't edit notes,...read more

angara on April 06, 2020

Custom properties for Tasks

We want to use "Tasks" more intensively to register and measure all marketing and sales activities. But we cannot create a user-defined Property - please make this available. It should also be possible to see "Tasks" on the contact card on the r read more

Reply Idea Tasks

323 upvotes

89 Replies

paytek_haley

Participant

February 04, 2022

Major agreement here from our operations, support, marketing and sales teams!

paytek_haley on September 28, 2021

Pull data from cells in Google Sheets and map onto properties

In some cases, recording data in Sheets (or excel) is just more convenient and relevant than using Hubspot. It's easier to do calculations, or quickly track activities for a door to door sales team (our use case). But there are a lot of things H read more

Reply Idea Integrations

2 upvotes

1 Reply

caroline_at_hv on May 17, 2017

Reporting based on History of a property

Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were read more

Reply Idea Contacts & Companies Marketing Reporting

406 upvotes

108 Replies

paytek_haley

Participant

September 13, 2021

Similar to @MattPutt , we want to be able to see what a property was at a certain time, not right now. Like Activity reports, you should be abl...read more

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